How do I export Tasks and Actions?

Exporting tasks and actions

You can export the Task and Action tracker in three formats:

• Excel — a spreadsheet workbook with task details, status, dates, owners and more.
• PDF — a formatted document for sharing or printing.
• PNG — image exports of the current view.

How to export

1. Open a project → Tasks.
2. Apply any filters you want to include in the export (status, owner, workstream, tags, classification).
3. Select Export from the toolbar.
4. Choose your format:
   • Excel — downloads an .xlsx file.
   • PDF — downloads a formatted PDF.
   • PNG — downloads image files of the current view.
5. The export uses ClearVerso branding and reflects the current filter and view.

Export scope

You can choose the scope of the export:

• All tasks and actions — everything in the project.
• Filtered tasks and actions — only the items matching your current filters.
• Milestones only — just the milestone tasks.

Exports use ClearVerso branding. The export reflects whatever filters and view you have applied, so set those up before exporting.